Financial Perspectives’s RingCentral RNG Stock Holding History

Financial Perspectives’s Portfolio RNG Stock Details RNG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$196	Hold	5	–	–	﹤0.01%	711
2026 Q1	$186	Hold	5	–	–	﹤0.01%	697
2025 Q4	$144	Hold	5	–	–	﹤0.01%	696
2025 Q3	$142	Hold	5	–	–	﹤0.01%	702
2025 Q2	$142	Buy	+5	New	+$129	﹤0.01%	700
2025 Q1	–	Sell	-5	Closed	-$156	–	703
2024 Q4	$175	Hold	5	–	–	﹤0.01%	699
2024 Q3	$158	Hold	5	–	–	﹤0.01%	663
2024 Q2	$141	Sell	5 -38	-88%	-$1.22K	﹤0.01%	660
2024 Q1	$1.49K	Sell	43 -96	-69%	-$3.23K	﹤0.01%	590
2023 Q4	$4.72K	Hold	139	–	–	﹤0.01%	531
2023 Q3	$4.12K	Hold	139	–	–	﹤0.01%	529
2023 Q2	$4.55K	Hold	139	–	–	﹤0.01%	524
2023 Q1	$4.26K	Hold	139	–	–	﹤0.01%	522
2022 Q4	$4.92K	Sell	139 -14	-9%	-$501	﹤0.01%	516
2022 Q3	$6.11K	Hold	153	–	–	﹤0.01%	487
2022 Q2	$8K	Hold	153	–	–	﹤0.01%	465
2022 Q1	$17.9K	Buy	153 +14	+10%	+$2.06K	0.01%	389
2021 Q4	$26K	Sell	139 -48	-26%	-$10.7K	0.01%	323
2021 Q3	$40.7K	Hold	187	–	–	0.02%	259
2021 Q2	$54.3K	Hold	187	–	–	0.03%	250
2021 Q1	$55.7K	Hold	187	–	–	0.03%	235
2020 Q4	$70.9K	Hold	187	–	–	0.04%	190
2020 Q3	$51.4K	Buy	187 +128	+217%	+$35.6K	0.03%	199
2020 Q2	$16.8K	Hold	59	–	–	0.01%	303
2020 Q1	$12.5K	Buy	+59	New	+$12.2K	0.01%	298

Other funds holding RNG

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Financial Perspectives's RNG Position: Q2 2026 in Review

Financial Perspectives held its RingCentral (RNG) position steady in Q2 2026 at 5 shares worth $196. The position accounts for ﹤0.01% of the portfolio, ranked #711.

Financial Perspectives first reported a position in RNG in Q1 2020 and has held it in 25 quarters since. The position peaked at $70.9K in Q4 2020. 380 funds tracked by Wall St. Rank hold RNG as of Q2 2026.

Financial Perspectives held 5 shares of RingCentral worth $196 as of Q2 2026.
Financial Perspectives left its RingCentral share count unchanged in Q2 2026.
RingCentral made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #711 holding.
Financial Perspectives first reported a position in RingCentral in Q1 2020 and has held it in 25 quarters since.
Financial Perspectives's RingCentral position peaked at $70.9K in Q4 2020.
380 funds tracked by Wall St. Rank held RingCentral as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.